Other · DOL Form 5500 · 2022

Servicesource, Inc. Retirement Plan

Data updated 2026-08-25

$92M
Total assets Below avg plan size
2,392
Participants Above avg headcount
92nd
Percentile by assets National rank
$38,275
Avg per participant Low balance/head
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Official DOL plan name: Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan · Sponsored by Servicesource, Inc. · Virginia · Healthcare & Social Assistance

$92M in assets, 2,392 participants

Servicesource, Inc.'s Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan reported $92M in total assets and 2,392 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #18,729 in Healthcare & Social Assistance (20,060 peers)

Coverage in Virginia

Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan covers 2,392 participants in Virginia, 3.1x the typical Virginia plan (state average ~782 per filing). Assets: $92M.

#18,729
in Healthcare & Social Assistance (20,060 peers)
-12.4%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan's outsized position by total assets

Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$91,554,774 Top 8% higher than 92% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan lands in the large band (2,392 participants).

Published 5500 schedule card

Filing strip 540901256 · Servicesource, Inc. PY 2022 · Other

Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan · $92M · 2,392 · 92nd

  • BOOK $92M
  • VS-ST 2,392
  • BOY 92nd
  • SCH Other
  • EBSA near The Legal Services Nyc Tax Deferred Annuity Plan
  • PART ind #18729

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Virginia →

Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan in the asset neighbourhood

Katherine Shaw Bethea Hospital Retirement Savings PlanKatherine Shaw Bethea Hospit…$92MServicesource, Inc. 403(b) Tax Deferred Thrift Retirement PlanServicesource, Inc. 403(b) T…$92MThe Legal Services Nyc Tax Deferred Annuity PlanThe Legal Services Nyc Tax D…$92MSoutheasthealth Retirement PlanSoutheasthealth Retirement P…$91MThe University of the Arts Defined Contribution Retirement PlanThe University of the Arts D…$91M
End-of-year total assets ($M) among Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$105M
Net Assets (End of Year)$92M
Net Income-$13M
Employer EIN540901256
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Servicesource, Inc.)

Sponsor-wide plan assets over time

All Servicesource, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$150M 34.23418693134009% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $111M $150M ▲ +34.2%
Year Plans Participants Total Assets
2022 2 3,645 $111M
2023 2 3,674 $130M
2024 2 3,884 $150M

Nearby Other Plans in Virginia

Peer Other plans, same state, same plan type, ranked by total assets.

Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. 0100002000030000 -10123 Total assets ($B) Participants Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan, Total assets ($B): 0.091554774 · Participants: 2392Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement PlanSentara 403(b) Savings Plan, Total assets ($B): 2.728114548 · Participants: 26421Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.366750632 · Participants: 7903The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.719336771 · Participants: 1346Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.596873315 · Participants: 12418Carilion Clinic 403(b) Retirement Savings PlanCentra Health Matching Tax Deferred Savings Plan, Total assets ($B): 0.594755458 · Participants: 6854Centra Health Matching Tax Deferred Savings Plan
Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan side-by-side with 3 peers →

Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is The Legal Services Nyc Tax Deferred Annuity Plan in NY ($92M); by covered participants it is Saint Louis University 403(b) Annuity Plan in MO (2,398 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,392 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan assets move in 2022? ▼
Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan pulled back noticeably - down 12.4% during 2022, from $105M to $92M. Reported net income was -$13M.
How have Servicesource, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Servicesource, Inc.'s sponsor-wide assets grew 34.2%, from $111M to $150M.
Where does Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan rank by assets among Form 5500 filers? ▼
Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Legal Services Nyc Tax Deferred Annuity Plan in NY ($92M, 657 participants).
Which Other plans cover a similar participant headcount to Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Saint Louis University 403(b) Annuity Plan in MO (2,398 participants, $842M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 540901256.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.